Capital Ideas Podcast cover image

European industrials - innovation and tariff resilience explained

Capital Ideas Podcast

00:00

Regional Strengths and Localized Competition

Sebastian contrasts US, European and Asian industrials, highlighting localized markets and entrenched incumbents like Rockwell and Siemens.

Play episode from 08:39
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app